Wellington Wealth Strategies, LLC.: VGSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Wealth Strategies, LLC. on VGSH, newest first. How the timeline and the estimate are built.
Wellington Wealth Strategies, LLC. held 14,365 VGSH shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 14,365 sharesChange vs previous 13F +4,900 shares
0.76% of the 13F portfolio, value $835,751.
13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,465 sharesChange vs previous 13F +3,703 shares
0.42% of the 13F portfolio, value $553,524.
13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 5,762 sharesChange vs previous 13F +5,762 shares
1.43% of the 13F portfolio, value $334,138.
13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 0 sharesChange vs previous 13F -3,722 shares
13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 3,722 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $217,104.
13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).